+151.8%
NBIS vs FIS
-41.2%
+192.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -2.0% |
| 7D | -0.8% | -9.0% | +8.1% | -4.3% |
| 30D | -13.4% | -9.0% | -4.4% | -16.3% |
| 3M | +1.0% | -0.5% | +1.6% | -2.7% |
| 6M | +100.5% | -23.1% | +123.6% | +98.8% |
| YTD | +168.3% | -41.5% | +209.7% | +163.0% |
| 1Y | +151.8% | -42.2% | +194.0% | +151.4% |
| All | +151.8% | -41.2% | +192.9% | +151.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling